CI
Cordant Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-762
| Closed | -$17.7K | – | 118 |
|
2024
Q4 | $17.7K | Buy |
762
+508
| +200% | – | 0.01% | 64 |
|
2024
Q3 | $17.2K | Hold |
254
| – | – | 0.01% | 59 |
|
2024
Q2 | $16.3K | Hold |
254
| – | – | 0.01% | 55 |
|
2024
Q1 | $15.8K | Sell |
254
-340
| -57% | -$21.1K | 0.01% | 55 |
|
2023
Q4 | $33.5K | Buy |
594
+340
| +134% | +$19.2K | 0.02% | 60 |
|
2023
Q3 | $12.9K | Hold |
254
| – | – | 0.01% | 57 |
|
2023
Q2 | $13.3K | Hold |
254
| – | – | 0.01% | 55 |
|
2023
Q1 | $12.3K | Hold |
254
| – | – | 0.01% | 59 |
|
2022
Q4 | $11.5K | Hold |
254
| – | – | 0.01% | 55 |
|
2022
Q3 | $11K | Buy |
+254
| New | +$11K | 0.01% | 52 |
|